Secure Trade Confirmation Printing

Constant commitment to accuracy. Data security measures seamlessly implemented throughout your workflows. On-time delivery for your trade confirms, statements, and more.

At D4 Solutions, we help financial institutions remain compliant, efficient, and secure.

Trade Confirm Printing That Safeguards Your Data

D4 Solutions is proud to be a SOC 2 Type II audited firm. The completion of this assessment proves our team’s dedication to keeping your data protected over time.

Some of the security protocols we implement for confirmation printing workflows include:

End-to-end encryption of data, documents, and communications, in transit and at rest.

Multi-factor authentication and role-based access control for online data handling and within the D4 Document Portal.

Badge access control in our facilities.

2D barcode tracking and a dedicated quality control team on the production floor.

Real-time alerts and 24/7 incident response teams.

Data redundancy. We have two production facilities: one just outside of Chicago in Addison, IL, and another in Earth City, MO, outside of St. Louis. We also have redundant data storage capabilities in Ann Arbor, Michigan.

Shield with a check mark inside, representing how intelligent mail barcodes (IMbs) can help organizations achieve regulatory compliance.

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How Trade Confirmation Printing Works at D4

With D4 Solutions, projects are customized to your specifications, so each individual process looks a bit different.

That being said, you can expect your trade confirmation printing workflow to follow these general steps:

One-on-one meetings with the dedicated project manager we assign to your team. Your project manager asks the right questions and listens to your concerns, so we’re equipped to address your needs.

Secure file transfer, with end-to-end encryption of all records, in-transit and at rest.

Data cleansing and document composition according to your organization’s guidelines and business rules.

Comprehensive pre-print test runs. You’ll review your output to ensure everything looks the way you want it to, and we don’t go to print without your approval.

High-speed print production, with thorough quality checks on the production floor.

Mail sorting and delivery, with tracking data made easily accessible to you.

99.99% Accuracy

Your clients expect nothing less than perfection from the people that manage their money. Your communications should reflect that.

At D4 Solutions, we have consistently achieved 99.99% operational accuracy in terms of document quality and on-time delivery.

Here’s how we do it:

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At your one-on-one meetings with us, our team will go over the questions that needs to be asked. This prevents problems from arising during printing.

After conducting pre-print test runs, we don’t move forward until you’ve reviewed and confirmed for yourself that your trade confirms are up to your standards.

2D barcodes track every sheet of paper throughout the production floor. These barcodes are scanned by our mail inserters, and if an out-of-sequence barcode is detected, the document is flagged for review.

Our dedicated quality control team is ready to respond to any issue that may arise during the production process.

These steps combine to create highly accurate trade confirmation printing workflows. This is the D4 difference.

Mailpiece with intelligent mail barcode (IMb)

Customizable Trade Confirmation Printing

Every organization is different. At D4, every workflow can be different, too.

We maintain open communication throughout our process, getting to know your needs and personalizing your workflows to meet your exact specifications.

Here’s how your trade confirmation printing can be customized at D4:

We offer specialized document design, incorporating custom headers and footers, brand colors, layout and spacing, and any other elements you request.

We offer customizable reporting based on any data points your organization wishes to track.

We adjust our workflows to the size of your print run, whether you’re printing hundreds of trade confirms or hundreds of thousands.

We configure your document portal to include however many users you request, with whatever user permissions they need.

The D4 Document Portal

While partnering with D4, each client can enhance their printing and mailing with a custom-branded Document Portal, perfect for easy hosting, access, and e-delivery of your trade confirmations.

The Document Portal offers secure document storage in accordance with retention guidelines. Multi-factor authentication and role-based access controls help keep your data protected.

Need access to your documents at midnight? No problem. With the Document Portal, everyone on your team can securely view and download documents 24/7, from wherever you are.

With built-in e-delivery capabilities, you can develop fully customizable email notifications, and take advantage of our eBounce reporting to track undeliverable messages.

The Portal serves as one centralized and secure document hub, helping to boost your team’s efficiency, compliance readiness, and e-delivery capabilities.

Icon of a computer with a graph and search symbol on the screen, representing D4's secure document portal that provides for easy document access.

Icon of a computer with a stock graph, representing trade confirmation printing and the benefits of outsourcing it.

Why Outsource Trade Confirmation Printing?

Here’s how outsourcing confirm printing can make your processes more cost-efficient, streamlined, and secure:

Eliminate overhead costs. When you partner with a third-party vendor, you don’t have to pay for production space, equipment, or materials.

Recover employee productivity. Let your team set aside printing, sorting, and data handling responsibilities, and gain more time to work on the tasks they were hired to do.

Data security. By partnering with a fully SOC 2 Type II audited vendor like D4, you can rest easy knowing that your clients’ data is protected every step of the way.

Print and mail expertise. Across 45 years of experience, we’ve learned how to make operations more efficient. Let us find ways to save you money and help your processes run more smoothly.